Aug 16, 2022 08:37 AM IST

Debt funds report changes in risk-o-meters to riskier levels. Should you be worried?

Rising interest rates and fall in equity markets have given opportunities to fund managers to shuffle their portfolios. Any such changes can lead to a change in the risk-o-meters of schemes.

This mutual fund manager sees money in a beaten-down mutual fund category. What’s the secret?

Canara Robeco AMC has launched the Canara Robeco Banking & PSU Debt Fund – a category that has disappointed over the past year. Fund managers like Avnish Jain say things are going to turn around for the category pretty soon.

Equity mutual funds hold strong in June despite market uncertainty: Nomura

The market share of the top seven or eight AMCs in pure equity has dropped to 46 percent, which the brokerage say is the lowest in four to five years

Why income may not be fixed in fixed-income funds

Fixed income funds or debt funds are typically used to reduce volatility in your portfolio. That doesn’t mean that your returns are guaranteed. There’s a big difference

Sebi fines PGIM AMC, its CEO, fund managers for inter-scheme transfers during credit crisis

The cases pertain to an inspection carried out on inter-scheme transfer for the period August 2018 to February 2019. Sebi fined the AMC Rs 25 lakh, CEO Ajit Menon Rs 5 lakh, and three fund managers for Rs 2 lakh each

Why money market funds are safer short-term bets

Rising Rates: Why investors are buying into gilt funds and 10-year constant maturity gilt funds

Investors are looking for a high coupon and possible capital gains over the medium term. If interest rates do not move up much or move sideways before coming off the peak, then these investors may make decent gains over the medium term. But there are risks.

Date with debt funds: Taking a tough call amid soaring inflation, rising policy rates

Investing your hard-earned money in fixed income space is a tough call, given the anticipation of higher interest rates going forward

Why avoid 10 Year constant maturity funds now?

How Invesco India mutual fund lost the debt game in India

The AMC has seen sustained outflows from debt schemes over the last five years.

Fixed-income investments becoming attractive again

Returns from debt mutual funds have been muted for some time, but in the process, the accrual level has been moving up, which makes it relatively that much attractive.

Arbitrage Mutual Funds: As the interest rates rise, many are moving to arbitrage funds for the short term. Should you join them?

Arbitrage Funds: Though these schemes work better with a timeframe of at least one year, investors are looking at it for the very short term, typically up to three months.

Why is MF allocation to floating-rate bonds on the rise?

Understanding debt mutual funds: How do they generate returns?

Debt funds invest in fixed-income generating instruments like corporate bonds, government bonds, treasury bills, commercial papers, certificates of deposit, and other market securities

Why have MFs increased allocation to shorter-tenured securities?

How the Franklin Templeton crisis led to reforms to make debt funds safer

From risk boundaries to provisioning for sudden withdrawals, the regulator has made debt funds safer in the past two years. But that doesn’t mean debt funds are risk-free.

Two years of Franklin Templeton debt fund crisis: Will it win investors back?

Having returned to investors nearly all the money stuck in the six debt funds it unceremoniously wound up two years ago, Franklin Templeton is looking to win back investors and distributors. It’s not going to be easy.

Retiring with Rs 2 crore - How to invest corpus for regular income so it lasts for decades

Divide the corpus into two buckets – one, to meet short-term needs through investment in debt funds, and the other to help grow the corpus through investments in a variety of instruments including equity.

Debt markets race ahead of RBI and signal a rate hike. How should you handle your debt portfolio?

Don’t touch your existing debt funds, say financial planners. But if you want to invest incremental money, deploy slowly

How can you compound money using bond investments?

Wish to invest in debt funds for long-term goals? Here’s help

While picking funds, make sure you choose schemes across categories to combine portfolios of different maturities

Why are retail investors not staying long with debt funds?

Want to gain from all interest rate scenarios? Use laddering strategy with target maturity funds

Debt scheme investors usually look for return predictability, and this is what these passive bond funds aim to offer

Why are debt funds being cautious now?

What is a corporate bond fund?